See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,426 | $106,749+78.4% | $145,433+30.9% | $82,448+131.0% |
| Participation rate | 48.4% | 75.6%-27.3pp | 82.1%-33.7pp | 68.1%-19.7pp |
| Annual return | 84.76% | 27.59%+57.2pp | 66.58%+18.2pp | 41.64%+43.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,246 | $6,519+11.2% | $7,897-8.3% | $4,139+75.0% |
| Admin fee / account holder | $1,178 | $8,390-86.0% | $13,129-91.0% | $7,234-83.7% |